Filed June 16, 2017
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,720 | $67,606+106.7% | $82,313+69.7% | $70,131+99.2% |
| Participation rate | 86.0% | 72.8%+13.3pp | 76.9%+9.2pp | 69.5%+16.5pp |
| Annual return | 11.82% | 21.57%-9.7pp | 25.88%-14.1pp | 73.14%-61.3pp |
| Employer contribution / active EE | $1,744 | $1,755-0.6% | $2,428-28.2% | $2,342-25.5% |
| Participant deferral / active EE | $3,426 | $2,987+14.7% | $3,706-7.5% | $3,332+2.8% |
| Admin fee / account holder | $9,301 | $4,512+106.1% | $5,608+65.9% | $4,645+100.2% |